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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Lee who wrote (52831)11/19/2013 2:51:50 PM
From: E_K_S  Read Replies (1) | Respond to of 78627
 
Hi Paul - I have CLNE on my watch list but it not really a value stock last time I checked. T. Boone Pickens and his wife are big investors. George Soros has been in and out of the stock. According to Yahoo a few insiders have been buying at current prices too.

The problem w/ CLNE is that the company is still losing money as it builds out it's stations. They have almost $7.00/share in debt and BV is $6.09/share.

I think I prefer the gathers or bulk distributors and/or the refiners that produce high valued specialty products from the NG.

If this gets closer to BV, I just may have to add it to my basket of NG companies as it does fit my overall NG theme.

EKS



To: Paul Lee who wrote (52831)11/19/2013 3:50:04 PM
From: Paul Senior  Respond to of 78627
 
CLNE/TEG. I'm not following CLNE anymore (sold my position). I decided I very much like electric vehicles over CNG ones (cars - not talking about big trucks on interstates).

My opinion is this: if you're going to consider CLNE, you might want to consider also utility Integrys Energy (TEG). They have a subsidiary that's putting in CNG stations throughout the US. With TEG you get a utility with a nice div. Their stations, if CNG is viable, will provide a recurring source of revenue. Otoh, they will be competing with the likes of Exxon and others I suppose, who will be (or are?) installing CNG. Plus, being only a part of TEG, I don't know how much TEG will be influenced by the revenue from this sub. Meanwhile, their buildout continues.

finance.yahoo.com

...Actually, as I look at TEG now, maybe for me a spec trade now. Bit too expensive for me me as a value buy.